BOAT — TIDAL TRUST I

Ownership history in Clearstead Advisors, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Clearstead Advisors, LLC reported a position in TIDAL TRUST I (BOAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 220 — — 0.00% $7K $31.56
% of Fund (quarterly)    BOAT price (monthly, adj. close)

Other funds also holding BOAT

As of 2025 Q4 — sorted by position size

CITIZENS FINANCIAL GROUP INC/RI 3Y 7Y 0.02% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% EverSource Wealth Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% CWM, LLC 3Y 7Y 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0% NATIONAL BANK OF CANADA /FI/ 3Y 0.0%
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